East Paces Group, an Atlanta-based wealth advisory firm, has added Kinship Wealth Partners to its registered independent advisory platform.
D. Stuart Jones, CFP®, LUTCF and Rudy Rodriguez formed Kinship in 2019 after long and successful careers in financial services. The firm relates to clients through understanding and empathy, giving them a personal relationship with their financial advisors. They currently service more than $65MM in client assets.
“After a long search, Kinship chose EPG for their flexibility and open architecture for us to manage our clients’ money and deliver creative solutions for them,” said Jones. “This partnership will help Kinship Wealth Partners increase its deliverables to our clients, attract quality future clients and be more efficient and effective in how we operate our firm.”
Founding principal partners Alex Reffett, David M. McInnis and David Curry launched EPG in 2019, growing it to more than $351MM in assets in its first year. By partnering with Jones and Rodriguez and making a key acquisition, it added more than $140MM in the first month of 2023.
“EPG is building a culture that has become rare in our industry. We focus on advisors and their goals as entrepreneurs,” said Reffett. “We remove barriers to their growth, so they can serve their clients and concentrate on their business.”
About East Paces Group
East Paces Group was founded by a consortium of investment advisors with 115 years of combined experience representing various financial disciplines. It offers investment advisory services to retail investors giving continuous advice based on its client’s needs. It has more than $700MM in assets under advisement, 11 advisors and two offices in Atlanta. For more information, visit eastpacesgroup.com.